Wealth Plans

Dedication. Determination. Discipline.

Now, that's a plan.

1 Year Investment Advisory Plans

  Plan 1 Plan 2 Plan 3 Plan 4 Plan 5 Plan 6

3 Year Investment Advisory Plans

  Plan 1 Plan 2

Flexible plans for domestic and NRI clients with a combination of annual fee and profit sharing above hurdle rate.

We offer convenient SIP options.

All plans are subject to a minimum subscription fee.

Taxes as applicable.

We follow the high water mark principle.

SEBI Registration Details:
Registered Name : Purnartha Investment Advisers Private Limited
Type of registration : Non-Individual Investment Advisor
Registration No. : INA000000672
Validity : Dec 26, 2013- Perpetual

View SEBI Certificate

Purnartha is pleased to announce the launch of its Portfolio Management Services for Institutional clients.

Download the brochure to know more !

Download Brochure
Investment Advisory
Download Brochure
Portfolio Management Services

CIN.: U 72200 PN 2011 PTC 138994

In case of any queries or grievances, please feel free to get in touch on

servicedesk@purnartha.com or grievances@purnartha.com

Call Us at 1800-102-6975*

*As a precaution against COVID 19, our Client servicing team is working with limited resources and will not be able to take your call. Please write to us on servicedesk@purnartha.com and we will revert.

Purnartha Investment Advisers Pvt. Ltd. (henceforth known as Purnartha), is a SEBI registered advisor and provides investment advisory services. We have 10+ years of experience in providing equity research services to global financial institutions.